Lakewood Capital Management’s GoodRx Holdings GDRX Stock Holding History

Lakewood Capital Management’s Portfolio GDRX Stock Details GDRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,492,274	Closed	-$6.31M	–	64
2025 Q3	$6.31M	Sell	1,492,274 -2,665,000	-64%	-$11.7M	0.48%	41
2025 Q2	$20.7M	Sell	4,157,274 -728,473	-15%	-$3.16M	1.55%	25
2025 Q1	$21.5M	Hold	4,885,747	–	–	1.88%	19
2024 Q4	$22.7M	Buy	4,885,747 +1,165,562	+31%	+$6.41M	2.04%	19
2024 Q3	$25.8M	Buy	3,720,185 +125,100	+3%	+$982K	2.03%	19
2024 Q2	$28M	Buy	3,595,085 +290,000	+9%	+$2.15M	2.29%	16
2024 Q1	$23.5M	Buy	3,305,085 +1,095,000	+50%	+$7.24M	1.91%	18
2023 Q4	$14.8M	Buy	2,210,085 +755,000	+52%	+$4.25M	1.24%	27
2023 Q3	$8.19M	Buy	1,455,085 +508,407	+54%	+$3.39M	0.75%	30
2023 Q2	$5.23M	Buy	+946,678	New	+$5.09M	0.45%	31

Other funds holding GDRX

FPM

Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PTC

Petrus Trust Company Dallas, Texas $915M AUM 2.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

Lakewood Capital Management's GDRX Position: Q4 2025 in Review

Lakewood Capital Management sold out of GoodRx Holdings (GDRX) in Q4 2025, closing a stake of 1,492,274 shares — an estimated $6.31M sold.

Lakewood Capital Management first reported a position in GDRX in Q2 2023 and held it in 10 quarters. The position peaked at $28M in Q2 2024. 183 funds tracked by Wall St. Rank hold GDRX as of Q4 2025.

Lakewood Capital Management reported no remaining GoodRx Holdings position as of Q4 2025 after selling out during the quarter.
Lakewood Capital Management sold 1,492,274 GoodRx Holdings shares in Q4 2025, an estimated $6.31M.
Lakewood Capital Management first reported a position in GoodRx Holdings in Q2 2023 and held it in 10 quarters.
Lakewood Capital Management's GoodRx Holdings position peaked at $28M in Q2 2024.
183 funds tracked by Wall St. Rank held GoodRx Holdings as of Q4 2025.

Based on Lakewood Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.